A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailyYou’re reading this editionPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
person

Jon Beatty

Schwab Advisor Services · Reported Oct 7
In network coverage since September 14, 2026 · 6 stories
Network coverage
move

Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

The offer has no asset minimum and a June 30, 2027 sign-up deadline; Fidelity set a $100 million threshold for staying on its platform.
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum
move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Interval Fund Daily, in your inbox every weekday. Free.